First Time User Guide

• Adding Clients
• Adding Employees
• Adding Products (Including Barcodes)
• Creating a Schedule/Rota for Employees or Resources
• Processing A Sale/Ticket
• Setting Up Services

Cloud

• Adding Additional Employees
• Sending an Email Marketing Campaign
• Sending A Receipt For A Closed Ticket
• How To Create/Schedule An Appointment
• Changing The Length Of An Appointment
• Employee Service Limitations
• Creating Recurring Appointments
• Modifying Employee Schedules/Rota
• Managing Employee Permissions/Security
• How To Remove A Cloud User
• Adding Payment/Tender Types
• Adding/Viewing/Editing Clients/Pet Notes
• Packages Overview
• Gift Cards Overview
• How To Create A Resource
• Ticket History
• Time Clock Overview
• Payroll Settings Overview
• Loyalty Points Overview
• Client Forms
• Employee Security Access
• Waitlist Overview
• Client Balance
• Deposits
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Appointment Book

• Changing The Order Of Employees On The Appointment Book
• Removing/Deleting An Old Employee Or Stopping A Current Employee From Appearing On The Appointment Book
• Changing Booking Intervals (Software & Online Booking)
• Changing The Colour Of My Appointment Book/Columns
• Changing The Date Format On The Appointment Book
• Printing Employee Schedules/Printing Appointment Book

Employees

• Adding Employees
• Adding A Chair Renter/Self Employed Staff
• Setting Up Service Limitations For Staff (Salon Iris & Online Booking)
• Adding Price or Time Exceptions For Services/Staff

Clients

• Consent Forms & Signature Capture
• Merge Two Clients
• Removing/'Deleting' A Client From Salon Iris
• Giving A Client A Recurring Percentile Discount On Products Or Services
• How To 'Print Screen' A Customers Information
• How To Track Referral Clients
• Importing Images Into A Clients Details
• Looking Up Client Purchases & Previous/Upcoming Appointments (Purchase History)
• Pop-Up Messages When Creating Tickets For A Client
• Adding Clients
• How To Set All Customers As 'Opt Out' For Marketing
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Services

• Creating A Course Of Treatments
• Selling & Redeeming A Course Of Treatments
• Setting Up A Course Of Tanning Services
• Setting Up Services

Products

• Auto Reordering Products
• Completing A Purchase Order
• Pop-Up Messages For Product Ordering
• Putting Products On Order
• Sending A Purchase Order
• Adding Products (Including Barcodes)

Tickets & The Ticket Screen

• Taking Deposits
• Selling a Gift Certificate
• Redeeming a Gift Certificate
• Selling & Redeeming Gift Cards
• Viewing The History Of A Single Ticket/Appointment
• Adding The Balance Of A Ticket To A Clients Account/Tab
• Creating Different Payment Types (Like Paypal)
• Search For A Particular Ticket Or Set Of Tickets
• Setting Up Sales & Service Taxes/VAT
• Processing A Sale/Ticket
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Scheduling/Rotas

• Creating a Schedule/Rota for Employees or Resources
• How To Copy An Employees Schedule To Another Employee

Packages

• Creating Or Editing A Package

Cashing Up & The Cash Drop Down Menu

• What Is A Cash Drop & How Do I Do Them?
• Open Cash Drawer Function
• Till Floats & Cashing Up
• What Is A Petty Cash Transaction & How Do I Do Them?

Emailing & Texting Clients/Marketing

• Marketing Campaigns
• Using the Client Report

Online Booking

• How To Get Online Booking
• Accessing your Online Booking Options
• Online Booking for Instagram
• Manage/Change Business Information Settings For Online Booking
• Changing The Appearance Of Your Online Booking Website
• Selecting Employees For Online Booking
• Services In Online Booking
• Set Your Preferences Settings for Online Booking & Setting Up Facebook Booking
• Viewing Online Booking Requests
• Setting Up Service Limitations For Staff (Salon Iris & Online Booking)
• Creating a plugin for the Salon Iris Online Booking website
• Online Booking Client Account Creation
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Remote Access

• What is Remote Access?
• Logging In To Remote Access
• Setting Up My Firewall For Remote Access

Backing Up (Saving) & Restoring (Loading) Your Database

• Securing & Protecting Your Database with Salon Iris
• Backing Up (Saving) Your Database
• Restoring (Loading) Your Database

Passwording Your System

• Database Password
• Setting Up Passwords/Security

Loyalty Points

• Loyalty Points & Rewards
• Viewing/Editing Client Loyalty Points

General Ledger & Payroll

• Adding Accounts in General Ledger
• Adding An Entry Into The Ledger
• Setting Up & Running Payroll

Coupons & Special Offers

• Creating Coupons/Special Offers
• How To Redeem A Coupon

Resources/Nail Bars/Treatment Rooms etc

• Creating a Resource (Treatment Room/Table etc.)

Wait List For Clients

• Creating A Waiting List

Backbar

• What Is Backbar?
• Processing Backbar Products Through The System

Salon Iris Wont Start/SQL Error

• Salon Iris Won't Start - Salon Iris Is Trying To Start SQL Server

Receipt Printer & Cash Drawer Setup

• Connecting A Receipt Printer (Star TSP 100) & Cash Drawer
• Connecting An Star mPOP Receipt Printer/Cash Drawer Combo

GDPR

• GDPR Basic Information
• GDPR Compliance Checklist
• Marketing Changes With GDPR
• How To Set All Customers As 'Opt Out' For Marketing
• Creating a Privacy Policy For Your Business

Full Technical Support

• Support Plans With Salon Iris